Portside Wealth Group, LLC's ownership history for WSO

Portside Wealth Group, LLC currently holds 3.1K shares with a market value of $1.2M. It started holding WSO on 2024-09-30. At its peak, it held 3.1K shares on 2025-09-30. Its highest holding value was $1.4M on 2024-09-30. At its lowest, it held 2.8K shares on 2024-12-31, with a value of $1.2M on 2025-09-30. In the recent 180 days, Portside Wealth Group, LLC has increased its shares by 173. In the recent year, Portside Wealth Group, LLC has increased its shares by 259.